NWS
EIPI

Nvest Wealth Strategies’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Nvest Wealth Strategies’s Portfolio EIPI Stock Details EIPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-789
Closed -$15.7K – 414
2025
Q4 		$15.7K Buy
+789
New +$15.6K 0.01% 99

Other funds holding EIPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Nvest Wealth Strategies's EIPI Position: Q1 2026 in Review

Nvest Wealth Strategies sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q1 2026, closing a stake of 789 shares — an estimated $15.7K sold.

Nvest Wealth Strategies first reported a position in EIPI in Q4 2025 and held it in 1 quarter. The position peaked at $15.7K in Q4 2025. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

  • Nvest Wealth Strategies reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q1 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 789 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $15.7K.
  • Nvest Wealth Strategies first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2025 and held it in 1 quarter.
  • Nvest Wealth Strategies's FT Energy Income Partners Enhanced Income ETF position peaked at $15.7K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Nvest Wealth Strategies's 13F filing for Q1 2026, filed 13 Apr 2026.